SEC 13F Intelligence

Aviso Wealth Management / CHV

Aviso Wealth Management’s Chevron Corporation Position

Does Aviso Wealth Management own Chevron Corporation (CHV)? Yes — 21.3K shares worth $4M (+1.99% of its 13F portfolio) as of Q1 2026, up from 21.3K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
21.3K
% of Portfolio
+1.99%
Quarters Held
10
currently held

Position History CHV

Reported value by quarter
Q4 ’23: $543,489Q4 ’23Q1 ’24: $1MQ2 ’24: $787,895Q2 ’24Q3 ’24: $910,041Q4 ’24: $2MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ2 ’25Q3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202621.3K$4M+1.99%
Q4 202521.3K$3M+1.36%
Q3 202519.9K$3M+1.35%
Q2 202518.7K$3M+1.25%
Q1 202515.4K$3M+1.37%
Q4 202413.9K$2M+1.03%
Q3 20246.2K$910,041+0.49%
Q2 20245.0K$787,895+0.47%
Q1 20246.6K$1M+0.66%
Q4 20233.6K$543,489+0.39%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Aviso Wealth Management’s full portfolio or all institutional holders of CHV.